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Bank of America Corporation shares owned by Comprehensive Financial Planning

Quarter-by-quarter ownership of Bank of America Corporation (BAC) shares owned by Comprehensive Financial Planning from 13F filings

Historical chart of Comprehensive Financial Planning investment in Bank of America Corporation

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All positions including Bank of America Corporation held by Comprehensive Financial Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Bank of America Corporation by Comprehensive Financial Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $7.0k 135 51.59
2025-06-30 $6.4k 135 47.32
2025-03-31 $5.6k 135 41.73
2024-12-31 $5.9k 135 43.95

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Top funds holding Bank of America Corporation

Vanguard Group
Berkshire Hathaway
BlackRock
State Street Corporation
FMR
Jpmorgan Chase & Co
Geode Capital Management
Capital World Investors
Morgan Stanley
Wellington Management Company
Goldman Sachs Group
Northern Trust
Ameriprise Financial
Invesco
Bank of New York Mellon

View all funds holding Bank of America Corporation